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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,456 | $73,863-50.6% | $143,797-74.6% | $68,490-46.8% |
| Participation rate | 64.5% | 66.7%-2.2pp | 80.3%-15.8pp | 67.9%-3.4pp |
| Annual return | -9.23% | 0.91%-10.1pp | -0.04%-9.2pp | -7.85%-1.4pp |
| Employer contribution / active EE | $1,696 | $3,185-46.8% | $4,952-65.8% | $2,597-34.7% |
| Participant deferral / active EE | $2,558 | $3,385-24.4% | $5,638-54.6% | $4,028-36.5% |
| Admin fee / account holder | $1,743 | $5,756-69.7% | $14,679-88.1% | $5,403-67.7% |